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Disclosery

CAPTRUST FINANCIAL ADVISORS: CG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on CG, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 63,665 CG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,665 shares
    Change vs previous 13F +8,111 shares

    <0.01% of the 13F portfolio, value $2,680,918.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 55,554 shares
    Change vs previous 13F +21,482 shares

    <0.01% of the 13F portfolio, value $2,688,175.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 34,072 shares
    Change vs previous 13F +14,356 shares

    <0.01% of the 13F portfolio, value $2,014,019.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 19,716 shares
    Change vs previous 13F -7,399 shares

    <0.01% of the 13F portfolio, value $1,236,202.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 27,115 shares
    Change vs previous 13F +13,090 shares

    <0.01% of the 13F portfolio, value $1,393,696.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 14,025 shares
    Change vs previous 13F +6,991 shares

    <0.01% of the 13F portfolio, value $611,344.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,034 shares
    Change vs previous 13F +54 shares

    <0.01% of the 13F portfolio, value $355,157.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,980 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $300,569.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).